Geneos Wealth Management Inc. American Centy ETF Tr Avantis Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,240 shares of AVLV stock, worth $89,180. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,240

Previous 620 100.0%

Holding current value

$89,180

Previous $40,000 110.0%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$56.85 - $68.21 $35,247 - $42,290	620 Added 100.0%	1,240 $84,000
Q1 2025 May 21, 2025	SELL	$63.51 - $70.42 $39,376 - $43,660	-620 Reduced 50.0%	620 $40,000
Q1 2025 May 07, 2025	BUY	$63.51 - $70.42 $39,376 - $43,660	620 Added 100.0%	1,240 $80,000
Q4 2024 Jan 21, 2025	BUY	$65.51 - $71.22 $14,412 - $15,668	220 Added 55.0%	620 $41,000
Q3 2024 Nov 14, 2024	BUY	$60.05 - $65.83 $9,367 - $10,269	156 Added 63.93%	400 $26,000
Q2 2024 Jul 23, 2024	BUY	$60.74 - $64.14 $14,820 - $15,650	244 New	244 $15,000

Others Institutions Holding AVLV

# of Institutions

392

Shares Held

107M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

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Geneos Wealth Management Inc. American Centy ETF Tr Avantis Transaction History